For Support Call:
Phone: 877-737-4457
Pin: 159651
Run Ministries Quick Posting (Member Processes>Member Quick Posting > Ministries
Automatic Updating
Filter by 6th Grade
Assign the same ministry to all selected members
Ministry: Joy and Hope
Status: "Previously Involved"
End Date:
Click Next
Review list
Print the list and save for records in case error was made
Finish
Repeat for GOYA
Run Ministries Quick Posting (Member Processes>Member Quick Posting > Ministries
Automatic Updating
Filter by 12th Grade
Assign the same ministry to all selected members
Ministry: GOYA
Status: "Previously Involved"
End Date:
Click Next
Review list
Print the list and save for records in case error was made
Finish
Backup PDS
Go to Grade Promotion (Processes > Member Processes > Grade Promotion
Begin Promotion with Grade: 3 Year Olds
End Promotion with Grade: 12th
Double check list
Next
Print the list and save for records in case error was made
Promote Members
Launch PDS OnDemand and sign in using your username and password
Click the “OnDemand Printing” icon under the Utility section
In the “IDS Server on OAP1084X” go to File > Printers
To add a Printer: Click the “Add” button, select a printer from the list, and click add
If Possible: Once you add a new printer, click the “Driver” button. Then, toggle the drop-down menu and choose the correct driver for the printer.
As of 2022, the office printers should be set to “PCL6 Driver for Universal Printer”
Repeat these steps to add more printers.
Once the printers have been added, close all of the printer windows to return to the “IDS Server on OAP1084X” window. Then, go to File>Save Settings and you can close that window as well.
To avoid problems when printing:
For best results, Print to PDF
Ignore the default printer option. Click the drop-down and choose the printer you want to use
Make sure you toggle the “Print in back and white” check box (If applicable)
Adjust the duplex settings (If applicable)
Ensure the PDS has the correct paper size and orientation for your report
Open the printer properties to make sure the paper size and orientation match. Also, make sure the color is set to Black and white (If applicable)
Letterhead Style: “Default: Fr. George & Fr. Costa”
DO NOT MAKE CHANGES
Letter Date Style: “9 font centered”
Inside Address Style: “Default: Family Formal Name” or “Default: Member Formal Name”
DO NOT MAKE CHANGES: FORMATTED TO FIT WINDOW ENVELOPE
<Fam Mailing Name>
<Fam Address Block>
<Mem Name Format 1> (Mr. & Mrs. John Smith, Jr.)
<Fam Address Block>
*If you want to send a letter using bulk mail use "Default: Family Formal Name-Bulk Mail" or “Default: Member Formal Name-Bulk Mail”
Body of the Letter:
Add all custom text somewhere in the body
Change Margins: Select all text > “Format” menu > “Paragraph” option > Adjust Left & Right Indention
First paragraph doesn’t follow intention rules (for some reason). So, add a paragraph at the start of the body and change font size to 4pt
To insert a field from PDS click “Insert Field”
Closing Style:
If closing is unique and one-time-use, add signature line to the letter body and choose “No Closing”
Otherwise, edit the Closing Style using the same rules as editing the body
Margin Style: Smallest Margin (T, B, L, R) 0.167in
Set to the smallest margins possible by the program so it doesn’t interfere with the other sections.
Have everyone close out of PDS
Run a PDS backup: The bulk mail process makes big changes to the program. You are prompted to do so on the next step
Check Addresses for Common Errors: This makes any necessary corrections to all the addresses in PDS. CLICK HERE for PDS Directions
Verify Bulk Mailing Address (CASS It! Certification): This verifies the address with the post office. CLICK HERE for PDS Directions
EZ-Mail: This sorts the mailing in the order it needs to be put into the trays or banded and put into sacks. It also prints the qualification report, tray/sack labels, and postage statement. CLICK HERE for PDS Directions
Below are some notes needed for stepping through the wizard:
Step 1: Mailing Specifications
Zip of Post Office: 27104 GREENSBORO NC
Mailer ID: 901157298
Move Update Method:
Ancillary Service Endorsement (ACS) – If “Address Service Requested” IS printed on the mailing.
None – If “Address Service Requested” is NOT printed on the mailing.
Permit Number: 168
ENTER DATE OF DELIVERY
Try to use Carrier Route Trays (Letters Only): No
Merge SCF into One Tray: No
Use 5-digit schemes: Yes
Type of Mail: Letters or Flats
Flats:
Weight: (Ex: Monthly Bulletin – 2oz)
Max Pieces that fit in a sack: (Ex: Monthly Bulletin – 560)
Max Pieces in a Bundle: (Ex: Monthly Bulletin – 25)
Letters
Use EMM Trays: Disable (Toggle if sending letters larger than a #10 envelope)
Weight of single piece:
Num. of mail pieces that fit in 2in package:
Postage Payment Method: Permit Imprint (Permit printed on bulletin and envelopes)
Postage already on each piece: $0.00 (Our postage is not pre-paid)
Type of discount: None (We already have a non-profit discount)
Step 2: Build the EZ-Mail List – Choose the selection that needs to be put into EZ Order
Step 3: Print the Qualifications report
Step 4: Print the Tray/Sack Labels
Step 5: Print the Postage Statement
Sequencing Date: Enter today’s date since you should have CASS certified your address before running through the wizard.
Permit Holder:
Name:
GREEK ORTHODOX CHURCH OF THE ANNUNCIATION
Address: 435 KEATING DR
City/State: WINSTON SALEM, NC
Zip: 27104-3907
Phone: (336) 765-7145
CAPS Cust. Ref. ID: None
USPS Nonprofit Auth No.: 107593
Print the Postage Statement: (Just save this as a PDF. You will use this information when you are filling out USPS Form “6302 Postage Statement – USPS Marketing Mail”
Then, click Save/OK
Now you can run the report you want to send using Bulk Mail.
Some things to note:
On the selections tab, change the sort order to “EZ Sort”.
If you are sending a letter, go to the “Letter Layout” step in the report setup and change the “Inside Address Style” to “Default: Family Name – Bulk Mail” if you are mailing a family or “Default: Member Name – Bulk Mail”. This will add the USPS barcode below the address block.
Adding the USPS barcode to a bulk mailing adds an additional discount to each letter.
In Postal Wizard:
Sign in to the Business Customer Gateway
Open the Postal Wizard
Select USPS Form 3602 (You printed the paper copy of this form from PDS (Postage Statement – Nonprofit USPS Marketing Main: Form-3602-N))
Step 1: Account Information:
“When do you plan to submit your mailing?” – Enter the date of the mailing
“Are you submitting this mailing for yourself or on behalf of another company?” – Myself
Select: “2449495”
“Are you submitting this mailing as Regular or Nonprofit?” – Nonprofit
Select: “107593”
“Are you bringing your mailing to WINSTON SALEM NC 27102-9998?” – Yes
Step 2: Mailing Details (All of this information can be found on the qualifications report printed from PDS
Mailing Characteristics
“Total Pieces”: See Postage Statement - “Total # of Pieces”
“Move Update Method”: See Postage Statement - “Move Update Method”
“Special Postage Statement System”: None
“Destination Entry”: No
“Full Service”: Check
Container Information:
Postage Statement – “No. & Type of Containers”
Mail Piece Information:
“Process Category”: See Postage Statement - “Processing Category”
“Piece Weight” (in ounces): See Postage Statement - “Weight of a single piece”
“Barcode Type”: Intelligent Mail Barcode (IMB)
“Barcode Info. Available”: Checked
“Windowed Letters or Flats”:
If the mailing as a window: YES
If the mailing does not have a window: NO
“Political Mailing, Official Election Mail, None”: Toggle None
Full Service/Barcode Information:
“Mailer ID (MID)”: See Postage Statement – Permit Holder’s “CRID”
“Lowest Piece ID”: Toggle
“Lowest Piece ID”: See Qualification Report: “First Serial Number”
Rates:
For Barcode Letters – Postage Statement – Part A Automated Letters
For Barcode Flats - Postage Statement – Part D Automated Flats
For Letters - Postage Statement – Part B Non-Automated Letters
For Flats - Postage Statement – Part E Non-Automated Flats
What to take to the post office:
Postage Statement (Generated after filling out online form 3620)
CASS IT! Certification
Qualifications Report